Client Support Coordinator
#twiceasnice Recruiting • Cincinnati, OH103d • Onsite
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Client Support Coordinator – Financial Services Company with a 4.8 on Glassdoor!
#twiceasnice Recruiting•Cincinnati, OH
•Onsite
About The Position
Our client, a privately held financial services firm, is looking for a Client Support Coordinator to join their Cincinnati-area office. This role supports an investment team with a mix of administrative work, client communication, and account-related tasks, often involving sensitive information and tight timelines. The environment is fairly tech-driven, so being comfortable learning new systems and working across digital tools is important. They’re looking for someone who is organized, detail-oriented, and able to manage multiple priorities, take direction well, and work closely within a team-oriented environment. While financial services experience is a plus, candidates from other professional services environments with strong systems and client support experience can ramp up quickly. The organization is deeply rooted in service, balancing strong performance with a genuine commitment to doing right by both clients and employees. With a 4.8 Glassdoor rating and consistent recognition for workplace culture, this is an excellent opportunity for someone who brings a thoughtful, organized approach and thrives in a collaborative, client-focused, and evolving environment.
Requirements
- 3 years of office-based client support experience required
- Experience in a professional services environment required (e.g., financial services, banking, legal, accounting, etc.)
- Strong technical aptitude with comfort learning new technologies required
- CRM or ERP experience required
- Ability to work onsite required
Nice To Haves
- Financial services experience is a plus
Responsibilities
- Develop and maintain a working knowledge of client accounts
- Act as a point of contact for client communications via phone and email
- Prepare and process new account openings using digital tools (e.g., e-signature)
- Coordinate account transfers, distributions, and maintenance requests
- Draft correspondence and prepare documentation for clients and financial institutions
- Process financial transactions (ACH, wires, etc.)
- Maintain and update CRM systems and client records with a high level of accuracy
- Serve as a liaison between internal teams and external financial institutions
- Support preparation and distribution of client materials, including quarterly reports
- Assist with special projects such as client events and team initiatives
- Schedule meetings and manage calendars using digital tools
- Participate in ongoing training and adapt to new systems and workflows
Benefits
- Medical
- Dental
- Vision
- Life
- PTO
- Holidays
- Company-Based Incentives
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
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